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1,311 hedge funds and large institutions have $88.2B invested in Intuit in 2020 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 528 increasing their positions, 385 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 65

37% more repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 385

36% more funds holding in top 10

Funds holding in top 10: 3953 (+14)

20% more capital invested

Capital invested by funds: $73.8B → $88.2B (+$14.4B)

12% more funds holding

Funds holding: 1,1751,311 (+136)

8% less call options, than puts

Call options by funds: $621M | Put options by funds: $678M

2.1% less ownership

Funds ownership: 86.5%84.4% (-2.1%)

Holders
1,311
Holders Change
+136
Holders Change %
+11.57%
% of All Funds
23.2%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.94%
New
218
Increased
528
Reduced
385
Closed
65
Calls
$621M
Puts
$678M
Net Calls
-$57M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
1176
U.S. Global Investors (USGI)
Texas
$133K +$123K +350 New
NR
1177
Newfound Research
Massachusetts
$132K +$84.6K +241 +227%
JWM
1178
Janiczek Wealth Management
Colorado
$132K +$102K +291 +511%
PCG
1179
Private Capital Group
Connecticut
$129K +$9.48K +27 +9%
CAAS
1180
Capital Asset Advisory Services
Michigan
$129K +$119K +340 New
SPWG
1181
Sage Private Wealth Group
Illinois
$126K +$117K +332 New
KCM
1182
Kathmere Capital Management
Pennsylvania
$122K +$4.57K +13 +4%
RFA
1183
Reilly Financial Advisors
California
$119K -$1.76K -5 -2%
TFS
1184
TrustCore Financial Services
Tennessee
$115K +$10.2K +29 +11%
KTC
1185
Kistler-Tiffany Companies
Pennsylvania
$114K +$105K +300 New
FFA
1186
Freedman Financial Associates
Massachusetts
$109K +$101K +287 New
OIA
1187
Optimum Investment Advisors
Illinois
$106K
RCA
1188
Ranch Capital Advisors
Florida
$106K
CWC
1189
Carolinas Wealth Consulting
North Carolina
$105K -$55.5K -158 -36%
PB
1190
Pinnacle Bancorp
Nebraska
$104K
HWA
1191
Heritage Wealth Advisors
Virginia
$102K
CCA
1192
Childress Capital Advisors
Texas
$102K +$94.1K +268 New
MCM
1193
Manchester Capital Management
Vermont
$100K -$1.46M -4,171 -94%
GAM
1194
Gemmer Asset Management
California
$100K -$5.27K -15 -5%
SWA
1195
SOA Wealth Advisors
New York
$98K +$86.7K +247 New
CFGS
1196
Concourse Financial Group Securities
Alabama
$93K +$30.6K +87 +55%
GRP
1197
Global Retirement Partners
California
$88K
IAIM
1198
International Assets Investment Management
Florida
$86K +$80.1K +228 New
EP
1199
Eudaimonia Partners
Tennessee
$82K +$5.27K +15 +8%
HCP
1200
Hexagon Capital Partners
Arkansas
$79K